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Paula Duvall

@Motco

Latest period2024 - Q3ReportedManaged Assets$1.001BTotal holdings597
Assets growth rate-40.94%Assets growth rate (2-Q avg)-19.81%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Motco's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 597 positions.

Assets under management

The assets under management (AUM) of Motco over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.001B in assets, with a quarterly growth rate of -40.94% and a 2-quarter average growth rate of -19.81%. The portfolio is managed by Paula Duvall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPGIS&p Global Inc
Recent Activity
Decreased -7.47%
1.06%
$10.53M
20,382 shares@ $516.63 avg price
FMBFirst Trust Managed Municipal Etf
Recent Activity
Decreased -0.42%
1.06%
$10.523M
202,520 shares@ $51.96 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
1.05%
$10.489M
182,029 shares@ $57.63 avg price
WMWaste Management Inc (new)
Recent Activity
Decreased -6.88%
1.05%
$10.443M
50,305 shares@ $207.6 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -4.79%
1.04%
$10.397M
18,684 shares@ $556.45 avg price
ACNAccenture Plc
Recent Activity
Decreased -4.05%
1.04%
$10.335M
29,238 shares@ $353.48 avg price
AONAon Plc Com
Recent Activity
Decreased -5.63%
1.04%
$10.31M
29,798 shares@ $345.99 avg price
ZTSZoetis Inc
Recent Activity
Decreased -4.04%
1.03%
$10.281M
52,623 shares@ $195.39 avg price
UNPUnion Pacific Corporation
Recent Activity
Decreased -4.25%
1.02%
$10.161M
41,223 shares@ $246.49 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.28%
1.02%
$10.117M
19,540 shares@ $517.78 avg price